Director of Finance

The Director of Finance provides strategic leadership for fiscal management, tracking, accounting, and risk management. The Director has day-to-day responsibility for managing the organization’s financial records, recording fiscal activities, coordinating with internal and external stakeholders for payables and receivables, and coordinating annual audits/financial reviews with our auditor. This individual will join a growing, seasoned team of member-leaders and staff working to win concrete change in the lives of Asian and Asian Americans in Oregon and beyond.

• Ensure and maintain financial soundness of the 501(c)(3) and 501(c)(4) so as to remain in compliance with all local, state, and federal laws and regulations.
• Develop an annual budget in collaboration with the Directors Team and Finance Board Committee, for review and approval by each respective Board of Directors; monitor budget progress and changes with at least quarterly updates to the boards; and keep senior leadership team abreast of the organization’s financial status monthly.
• Coordinate and lead the annual audit process, liaise with external auditors and the Finance Committee of the Board of Directors, and assess any changes necessary.
• Lead the preparation of and timely filing of organizations’ 990s in collaboration with outside auditors.
• Directly manage all revenue processes including invoicing of funders and proper classification and recognition of revenue.
• Oversee financial reporting, including:
  • Producing organization financial management statements, program specific reports, grant specific reports, budget comparison reports, and transaction level detail reports as needed.
  • Respond to funder requests or questions as needed, and file accurate and timely financial reports and invoices for a large variety of grants and contracts, including City, State, and Federal funding sources.
  • Developing systems for tracking cash flow, key dashboarding metrics, and forecasting models.
  • Review and revise monthly payroll allocations.
  • Ensure timely monthly financial statements are provided in accordance with best practices.
• Manages Controller and ensures collaboration within the Finance Team and across the organization, including annual performance evaluations and other forms of engagement.
• Liaise with external accounting companies to ensure timely and accurate workflows and systems and maintain an efficient and effective working relationship.

• Work with the Director Team to nurture and sustain a culture of shared decision-making and leadership.
• Meet monthly with Directors on strategy, systems and budget updates.
• Lead collaborative budgeting process across the organization.
• Advise on strategy in collaboration with Directors and program teams; including new programming, funding opportunities and reserve development strategies
• Work in concert with the Finance Committee and Board of Directors on sound investment practices, debt management and mitigation; develop and monitor cost sharing agreements between 501(c)(3) and 501(c)(4) entities
• Participate in strategic planning and tracking of finance-related strategic plan goals.
• Provide leadership and training to directors and managers in the organization, providing training on systems improvements for tracking transactions across departments.
• Participate in monthly Community Development Corporation (CDC) Advisory Committee meetings

• Ensure organizational financial policies and processes reflect current compliance requirements
• Ensure compliance with management requirements for federal funds.
• Oversee financial compliance review of contracts, grant, and sub‑grant agreements
• Oversee training and implementation of financial policies and processes
• Work with HR on costs and budgeting for employee fringe benefit programs and insurance, including: APANO’s 401k retirement plan, ERISA, annual Liability, EPL, and D&O renewal, assessing risk exposure.

• Understanding of Generally Accepted Accounting Principles (GAAP) and at least five years experience in accrual-based accounting.
• Demonstrated working knowledge of fund accounting…